Blog Posts

What the ‘10-year’ means to me. Lately, it seems as though, I’ve heard every single financial media buzzword on a daily, no, hourly basis. While each one has definite meaning and significance, the frequency in which...

You want the short answer? Maybe. It depends on which type of stocks you own, which types of sectors you own and your investment time-frame mindset. Notice I didn’t say your time-frame by itself. What I mean is that in situations...

“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” Ferris Bueller. We’re all going to die one day. All of us. I don’t mean to depress you, but rather, free you....

Great question. Just like installing a ceiling fan, it’s complicated. Generally speaking, most of the Firefighting and Police force are public employees. They’re employed by a municipality. Might be a city, township, county...

To continue our theme of learning more about Medicare, let’s turn our focus to Part B. Like our discussion on Medicare Part A, I’ll break down Part B into three main areas: What does Part B cover? How much does Part B cost?...

I’ve had a lot of questions come my way about Medicare lately, which is fairly complex. There are a lot of parts and nuances to it. There is Part A, which we will go over in this article, because it's in the title. There’s...

During the course of my 12-year career, I have been fortunate to have many clients who have chosen to work with me throughout the majority of said 12 years. Quite a few clients have even grown into more of friends rather than business...

It feels like 2 weeks ago that I was thinking about DOW 20,000 and what that meant. Now, we’re at DOW 25,000. That’s a 25% increase! It hit 20,000 in late January of 2017. It sure doesn’t feel like it’s been...

Try saying that ten times quickly. Not very easy, is it? Well, neither is navigating through all the details, new ideas and proposals Trump recently released. But guess what? I did it for you! You’re welcome. Important...

Part 2 of this series of posts is going to center around purpose. Purpose, in the sense of, what is my reason for getting up today? Purpose, as in, what am I going to do today? I’m sure you’ve heard the saying ‘when...

I know I’m a little late to the whole ‘rethink retirement’ party, but I don’t care. Its something that's been on my mind lately. Not my retirement personally, God willing I hope to have many bountiful working...

While probably 95% of the posts on this page will be devoted to investing/personal finance/economic updates and things of that nature, I also like to write about personal growth. Ways to improve yourself. Thoughts I’ve had or...

I came across this chart on Twitter today and, well, it immediately pissed me off. Why? I hate to speculate on someone’s motivations and/or agenda, but I’m going to do so right now. In all fairness I have no idea what the...

Back in February (which is my least favorite month of the year by the way) I penned a tantalizingly juicy blog post about how the media are out there trying to get you all riled up in regard to the bond market. Seriously though, how...

So, we’ve got this chart. Courtesy of the folks over at LPL Financial Research. Let’s talk about it. Earnings season is here and it’s the most wonderful time of the year. It's a time when sales results and sales...

In part 1 of this series of posts, we talked about how to complete a Qualified Charitable Distribution (or QCD as we ‘in the biz’ like to call it) from your Traditional or Rollover IRA and what it (the QCD) is along with...

Sound too good to be true? It’s not. It’s called a Qualified Charitable Distribution (or QCD some of us ‘in the biz’ like to call it). If you do it the right way. That’s the key. You must follow the rules...

Financial Advisors have a variety of different and prestigious titles these days. Financial Planner. Stockbroker. Advisor. Analyst. No matter what they call themselves, you really need to do your homework on them. Hiring a Financial...

Taking the time to properly plan for your virtual estate has never been more important than it is today. Just think about your digital footprint for a second. What comes to mind? I feel like most would likely think of social media...

How did your stock fund do last year? Any idea? I bet you were happy with it. 2016 was a good year in the financial markets. What’s funny is that 2016 got off to a brutal start. January 2016 was the worst start to a calendar year...

Gorilla Mindset, Mike Cernovich - This book is easy to read and understand. It made me realize how important "self-talk" is and how negative "self-talk" can stifle you. The book has some easy tactics that you can implement immediately...

Importance of a Will A Will establishes an outline on how to distribute assets at your death. The benefits are as follows: You now have a written plan! - by establishing a Will you would address many of the potential issues previously...

What's going on with the media these days makes me sick to my stomach. It infuriates me because I know what they're trying to do. In this day and age "news" has become nothing more than an agenda driven attempt to get eyeballs glued to...

With the holidays behind us, I find it comforting to reflect on the time spent with family and loved ones. The holidays are a great time, as they tend to bring out the best in us. They bring us together and we tend to appreciate each...

Ah, I see you must be a bond owner huh? Ok, well if not, then maybe you’re considering buying one of those investments? Still no? Just here to read some stuff on bonds? Hey, it’s totally cool with me. Welcome! Seems like...

How do stocks do during a presidential election year? I get asked this a lot and it’s a good question. People seem to think election years are bad for stocks. It’s actually quite the opposite. Maybe it’s the...

Ok. Let’s turn our focus to management fees. I bet most of you reading this have owned a professionally managed investment or two either in the past or currently. Do you have any idea what fee(s) you’re paying for them? Do...

Ok. So the markets took a bath last week. In fact, the markets have taken a bath in all of 2016 so far. As of Monday January 18th the S&P 500 index is down 8% year to date. Oil is down who knows how much anymore, but it’s significant....

Social Security is a major element of everyone’s retirement plan. (I don’t care if you have eighty million bucks or eighty bucks. Everyone seems to have questions about Social Security.) If it’s not a major part of your plan, it really...

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